Near Earth, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New Canaan, Connecticut
CRD number
126041
Registered since
August 6, 2003

Firm profile

FINTRX

Overview

Near Earth, LLC is organized as a limited liability company and is listed in FINTRX as an SEC-registered adviser since 2003. The ownership is recorded as an individual owner and the firm is categorized as "unclassified" in the dataset. The firm does not identify itself as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, or a related adviser in the FINTRX summary. FINTRX provides no descriptive entries for the firm's advisory activities, business lines, or client base. That absence of detail in the public snapshot limits what can be said about client segments served or the firm's investment positioning beyond its basic registration and organizational attributes.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Philip Friedman

    Philip Friedman

    CEOCRD 1099330

Contacts

3 of 4
  • Hoyt Davidson

    Hoyt Davidson

    Managing PartnerCRD 1735315

  • Kathy Sipinick

    Principal Operations OfficerCRD 3248100

  • Christina Bartnikowski

    Christina Bartnikowski

    Prime Brokerage SalesCRD 3268496

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
945 West Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth